Brent Holt (CRD# 5454897) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in Corpus Christi, TX and has over 16 years of experience in the finance industry. Brent Holt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6713927
Edward Jones
CRD# 4385180
Missionsquare Retirement
CRD# 858040
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Springwater Advisors, LLC | Corpus Christi, TX | Sep 2021 - Current | 2 |
| Herndon Plant Oakley, Ltd | Corpus Christi, TX | Dec 2011 - Current | 12 |
| Herndon Plant Oakley Insurance Agency Lc | Corpus Christi, TX | Jul 2008 - Current | 15 |
| Herndon Plant Oakley Ltd | Corpus Christi, TX | Nov 2007 - Current | 16 |
| Oxbow Advisors, LLC | Austin, TX | Jan 2012 - Mar 2023 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2011 |
- FL
- KS
- TX
-
Total Assets Under Management82MILLIONS
-
Total Number of Accounts263ACCOUNTS
-
Average Account Value$311,981
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, KS, TX
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